Japan’s era of ultra-loose monetary policy may finally be nearing a turning point. With inflation proving more persistent and wage growth showing real momentum, Bank of Japan rate hikes are back in focus—a meaningful shift for global markets that have long relied on Japan’s liquidity. A BOJ policy pivot could: • Strengthen the yen • Tighten global liquidity conditions • Create ripple effects across equities, bonds, and crypto For risk assets, this isn’t just a headline—it’s a volatility catalyst. Macro transitions often bring turbulence before direction becomes clear. Smart positioning starts with understanding policy shifts, not chasing short-term noise. Macro still leads. 📊
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#BOJRateHikesBackOnTheTable
Japan’s era of ultra-loose monetary policy may finally be nearing a turning point.
With inflation proving more persistent and wage growth showing real momentum, Bank of Japan rate hikes are back in focus—a meaningful shift for global markets that have long relied on Japan’s liquidity.
A BOJ policy pivot could: • Strengthen the yen
• Tighten global liquidity conditions
• Create ripple effects across equities, bonds, and crypto
For risk assets, this isn’t just a headline—it’s a volatility catalyst. Macro transitions often bring turbulence before direction becomes clear.
Smart positioning starts with understanding policy shifts, not chasing short-term noise.
Macro still leads. 📊